Average annual returns
Average annual returns
(as of 3/31/2024)
1M
|
3M
|
YTD
|
1Y
|
Inception
|
|
---|---|---|---|---|---|
Composite (Gross)
|
2.52
|
5.08
|
5.08
|
22.18
|
17.43
|
Composite (Net)
|
2.45
|
4.87
|
4.87
|
21.07
|
16.35
|
Benchmark
|
3.00
|
4.01
|
4.01
|
20.51
|
14.77
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.
Calendar year
Calendar year
2023
|
2022
|
|
---|---|---|
Composite
|
21.61
|
2.20
|
Benchmark
|
20.03
|
1.94
|
Performance is historical and does not guarantee future results. For more information, please refer to the GIPS composite report found in the documents section.